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Heritage Wealth Management (Ohio)’s Chevron CVX Stock Holding History

Heritage Wealth Management (Ohio)’s Portfolio CVX Stock Details CVX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-23,896
Closed -$3.64M – 172
2025
Q4 		$3.64M Buy
23,896
+62
+0.3% +$9.44K 1.01% 17
2025
Q3 		$3.7M Buy
23,834
+107
+0.5% +$16.6K 1.09% 16
2025
Q2 		$3.4M Sell
23,727
-1,377
-5% -$194K 1.1% 16
2025
Q1 		$4.2M Sell
25,104
-112
-0.4% -$17.5K 1.43% 12
2024
Q4 		$3.65M Sell
25,216
-175
-0.7% -$26.8K 1.21% 14
2024
Q3 		$3.74M Sell
25,391
-579
-2% -$86.2K 1.23% 13
2024
Q2 		$4.01M Buy
+25,970
New +$4.14M 1.34% 11

Other funds holding CVX

State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Heritage Wealth Management (Ohio)'s CVX Position: Q1 2026 in Review

Heritage Wealth Management (Ohio) sold out of Chevron (CVX) in Q1 2026, closing a stake of 23,896 shares — an estimated $3.64M sold.

Heritage Wealth Management (Ohio) first reported a position in CVX in Q2 2024 and held it in 7 quarters. The position peaked at $4.2M in Q1 2025. 4,265 funds tracked by Wall St. Rank hold CVX as of Q1 2026.

  • Heritage Wealth Management (Ohio) reported no remaining Chevron position as of Q1 2026 after selling out during the quarter.
  • Heritage Wealth Management (Ohio) sold 23,896 Chevron shares in Q1 2026, an estimated $3.64M.
  • Heritage Wealth Management (Ohio) first reported a position in Chevron in Q2 2024 and held it in 7 quarters.
  • Heritage Wealth Management (Ohio)'s Chevron position peaked at $4.2M in Q1 2025.
  • 4,265 funds tracked by Wall St. Rank held Chevron as of Q1 2026.

Based on Heritage Wealth Management (Ohio)'s 13F filing for Q1 2026, filed 20 Apr 2026.